Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.

Our Wealth Advisors will work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures.  This ensures that you get the best from both your personal wealth and business.

10 Steps to Wealth Accumulation

  1. Use appropriate legal structures to protect your assets and minimise tax
  2. Keep your accounting and tax compliance up to date
  3. Reduce your tax liability through tax planning and tax effective investing
  4. Plan, manage  and invest your cash flow
  5. Make all your loans tax effective ones
  6. Apply discipline to investment decisions
  7. Use superannuation to build a tax-free income in retirement
  8. Protect your major asset – your income earning ability
  9. Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
  10. Devise and implement an estate plan to minimise tax for your beneficiaries

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All the Latest From Our Wealth Advisory Team

How much super do I need in retirement?

Posted By William Buck News on 26/02/2019 09:16:36 am

The average Australian couple will need at least $640,000 of savings at retirement to maintain a comfortable lifestyle, a single person will require at least…

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Multiple employers forcing you to exceed your super cap?

Posted By William Buck News on 03/12/2018 10:27:32 pm

When someone is employed, their employer is required to contribute 9.5% of their salary into super, to a maximum of $25,000 per annum. The problem…

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SMSFs lowest in a decade

Posted By William Buck News on 03/12/2018 10:14:33 pm

According to ATO historical figures, the number of SMSFs being set up is at the lowest level in a decade. So, what’s the reason for…

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Boom or bust Property traps in retirement

Posted By William Buck News on 07/08/2018 06:49:39 am

As retirees look to other sources of income to supplement their retirement, many older Australians may be considering riding the coat tails of ‘generation rent’,…

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